Global Macro / Markets:
- Markets are starting to worry about the debt ceiling, in one chart – Washington Post
- Soros to Goldman Poised to Win on Crisis-Era Housing Bet – Bloomberg
North America:
- Has the Fed Been Fooled by Phony Jobs Numbers? – Bloomberg
- Economy Can’t Be All That’s Slowing Health Costs – Bloomberg
- How Bad Data Warped Everything We Thought We Knew About the Jobs Recovery – The Atlantic
- Why the commercial real estate crash never came – Fortune
- Case-Shiller: Comp 20 House Prices increased 12.4% year-over-year in July – Calculated Risk
- US home prices up, but confidence dips – The AFR
- ’No taper’ shouldn’t have been a surprise: New York Fed boss – CNBC
Europe:
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- Houses beating households, London edition – Financial Times
- Germany’s strange parallel universe – Financial Times
- Greece, lenders see smaller recession of 4.0 pct this year – sources – Reuters
- German business climate improves; UK mortgage approvals leap – theguardian.com
- News Release – Monetary policy and forward guidance in the UK – a speech by David Miles – Bank of England
Asia:
- Chinese finance: A phrase book for the perplexed | Considered View – Breakingviews
- China’s best-known credit-ratings firm is raising red flags over climbing local-government debt – Wall Street Journal
- BOJ’s aggressive QE finally brought down JGB yields – Sober Look
Local:
- End of the great Australian dream – The Advertiser
- Telstra open to Turnbull’s NBN deal – The AFR
- NBN mess needs a clean broom – The AFR
- Banks increasing risky lending – The AFR
- Macfarlane to tackle barriers to CSG in NSW – The AFR
- Blocks to growth will be resisted – The Australian
- Give-up debt phobia, Coalition told – The Australian
- WA plays hardball on Browse – The Australian
- Danger signs for housing market – The Age
- Housing bubble? Try the Kiwi fix – The Age
Other:
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- The third industrial revolution – The Economist